Salesforce Implementation Services

add-ons for public sector solutions salesforce

25Jan

Add-Ons for Salesforce Public Sector

January 25, 2024in Customer Service, Einstein Salesforce AI, Salesforce CRM Analytics, Salesforce Customization Services, Salesforce Implementation Services, Salesforce Public Sector Solutionsby get-admin

Enhance your Public Sector Solutions implementation by incorporating add-ons. For instance, consider obtaining an add-on license for CRM Analytics, featuring prebuilt dashboards with predictive analytics to enhance constituent service. Alternatively, opt for an add-on license for Intelligent Document Reader, utilizing optical character recognition to extract data from paper-based forms and supplementary documents directly into Salesforce records. Further, explore add-on licenses for Einstein Relationship Insights, additional calls for the Business Rules Engine, or extra business and individual application forms.

13Jan

What is Einstein Copilot for Salesforce?

January 13, 2024in AI, Einstein 1 Platform, Einstein Copilot, Einstein Copilot Studio, Einstein Salesforce AI, Salesforce Copilot, Salesforce Einstein, Salesforce Einstein Copilot, Salesforce Flowsby get-admin

What Is Einstein Copilot for Salesforce? Salesforce Copilot service operates similarly to other generative AI tools in the customer experience landscape. Users can instruct the tool to automatically respond to customer queries with pertinent, personalized answers based on company data. Is Copilot Safe to Use? Concerned about the safety of using Copilot? Rest assured, you

06Jan

Generate Trust Through Effective Data Access

January 6, 2024in Marketing Automation, Salesforce Implementation Services, Salesforce Newsby get-admin

Trust Through Effective Data Access Objective: Empower your teams with data access to encourage proactive decision-making. Simplify your business’s data landscape by tailoring team members’ access, ensuring they can readily find the pertinent information. Implementation: Incorporate role-based licensing with built-in governance to create trust through effective data access. Distribute data broadly across your organization, ensuring

24Dec

Einstein Flow and Generative AI

December 24, 2023in AI, Einstein Salesforce AI, Salesforce Flows, Salesforce Implementation Services, Salesforce Managed Servicesby get-admin

By Shannan Hearne, Tectonic Marketing Consultant Based on Nov 2023 Salesforce post from Cesar Castro As part of the ongoing evolution of Salesforce’s Einstein AI, Salesforce provided an update on how Einstein is impacting one of your favorite tools in your Salesforce admin toolkit: Salesforce Flow. Flow, with its numerous powerful capabilities, has been instrumental

11Dec

Case Study: Manufacturing-Salesforce Sales/Service/Experience/Marketing Clouds and Pardot

December 11, 2023in B2B, customer stories salesforce, Get-Tectonic, Salesforce and Email Marketing, Salesforce Chatbots, Salesforce Customer 360, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Integration, Salesforce Lightning, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Migration, Salesforce Optimization, Salesforce Pardot, Salesforce Quip, Salesforce Reports and Dashboards, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Slack, Salesforce UXby get-admin

See how a well known, manufacturing giant that transforms how the world accesses their homes, communities, workplaces and businesses, standardized on the Salesforce platform. From the top of the funnel all the way through post sale and customer retention, Tectonic helped them realize the value in having nearly every interaction point, stem from Salesforce. As a

Salesforce Marketing Cloud for Nonprofits

07Dec

Email Marketing and Communication Tools for Nonprofits

December 7, 2023in Journey Builder, Salesforce Engagement, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Nonprofit Cloud, Salesforce Pardot, Salesforce Sales Engagementby get-admin

by Tectonic’s Marketing Consultant, Shannan Hearne I want to help you unlock the potential of email marketing for nonprofits with its myriad benefits, offering an effective avenue to engage supporters, boost donations, and showcase your organization’s impact on its mission. This insight is all about the significance of email marketing, essential strategies for success, various

06Dec

Will You Get a Return on Your AI Investment?

December 6, 2023in AI, Salesforce Implementation Servicesby get-admin

To get a return on AI investment, you must understand what you are investing in with Artificial Intelligence. “You need to be able to be clear-eyed about the potential but be able then to come down to the use cases. What are the functions? What are the tasks? What are the jobs to be done?”

01Dec

Case Study: Manufacturing-Salesforce Sales/Service/Marketing Clouds

December 1, 2023in customer stories salesforce, Get-Tectonic, Salesforce Customer Portal, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Integration, Salesforce Lightning, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Migration, Salesforce Optimization, Salesforce Pardot, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Storiesby get-admin

Before we stepped in, this company was grappling with a fragmented data environment. Their sales and service teams had to rely on countless spreadsheets, and as you can imagine, this was not only tedious but also prone to errors. This lack of a unified data source meant they were unable to provide a cohesive customer experience, with sales and service teams often operating in silos.

27Nov

Understanding Salesforce Backup Logs

November 27, 2023in Salesforce Backup and Recovery, Salesforce Implementation Services, Salesforce Managed Servicesby get-admin

Follow these instructions to view logs in Salesforce Backup. These Salesforce Backup Logs contain information about the status of various Salesforce Backup policies and activity. REQUIRED EDITIONS for Salesforce Backup Logs Available in: Lightning Experience Available in: Professional, Enterprise, Performance, and Unlimited Editions Requires the Backup and Restore add-on subscription. Information in Salesforce Backup Logs Salesforce Backup Logs display the

02Nov

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

November 2, 2023in customer stories salesforce, Get-Tectonic, Salesforce Consulting Services, Salesforce Development Services, Salesforce Experience Cloud, Salesforce Implementation Services, Salesforce Integration, Salesforce Manufacturing Automotive Energy, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Success Storiesby get-admin

Leading provider of branded, designed solutions (laminate) for commercial and residential customers worldwide. The company has been surfacing spaces for 110 years. Client struggled with no real ability to see a 360 degree view of the business.

Salesforce Implementation Services

Add-Ons for Salesforce Public Sector

What is Einstein Copilot for Salesforce?

Generate Trust Through Effective Data Access

Einstein Flow and Generative AI

Case Study: Manufacturing-Salesforce Sales/Service/Experience/Marketing Clouds and Pardot

Email Marketing and Communication Tools for Nonprofits

Will You Get a Return on Your AI Investment?

Case Study: Manufacturing-Salesforce Sales/Service/Marketing Clouds

Understanding Salesforce Backup Logs

Case Study: Leading Provider of Branded, Designed Solutions Worldwide-Manufacturing-Salesforce Sales/Service/Experience Clouds

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